Civic Intelligence

PTA Ca Portola Hills

EIN 33-0528152 • 501(c)3 • Trabuco Canyon, CA

Profile

Providing quality fine arts and related education programs for elementary school children.

19422 Saddleback Ranch RoadTrabuco Canyon, CA 92679

portolahillspta.membershiptoolkit.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

40th percentile

-2.8%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-4.3%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

63rd percentile

9.1%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$74,684

Down $2,498 (-3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$74,684

Down $2,498 (-3.2%) from 2024

Revenue

Up

$90,571

Up $15,885 (+21%) from 2024

Expenses

Up

$93,069

Up $9,314 (+11%) from 2024

Net Income

Up

-$2,498

Up $6,571 (+72%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $101,679Net Assets 2015: $101,6792015Assets 2016: $87,185Net Assets 2016: $87,1852016Assets 2017: $104,506Net Assets 2017: $104,5062017Assets 2018: $92,770Net Assets 2018: $92,7702018Assets 2019: $78,502Net Assets 2019: $78,5022019Assets 2020: $96,048Net Assets 2020: $96,0482020Assets 2021: $89,381Net Assets 2021: $89,3812021Assets 2022: $85,325Liabilities 2022: $0Net Assets 2022: $85,3252022Assets 2023: $86,251Liabilities 2023: $0Net Assets 2023: $86,2512023Assets 2024: $77,182Liabilities 2024: $0Net Assets 2024: $77,1822024Assets 2025: $74,684Liabilities 2025: $0Net Assets 2025: $74,6842025

Highlighted filing

2025

Assets$74,684
Liabilities$0
Net Assets$74,684

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $96,398Expenses 2015: $76,808Net Income 2015: $19,5902015Revenue 2016: $86,954Expenses 2016: $101,448Net Income 2016: -$14,4942016Revenue 2017: $103,911Expenses 2017: $86,590Net Income 2017: $17,3212017Revenue 2018: $64,600Expenses 2018: $76,336Net Income 2018: -$11,7362018Revenue 2019: $79,169Expenses 2019: $93,437Net Income 2019: -$14,2682019Revenue 2020: $107,233Expenses 2020: $89,687Net Income 2020: $17,5462020Revenue 2021: $49,160Expenses 2021: $55,827Net Income 2021: -$6,6672021Revenue 2022: $69,719Expenses 2022: $73,775Net Income 2022: -$4,0562022Revenue 2023: $78,043Expenses 2023: $77,117Net Income 2023: $9262023Revenue 2024: $74,686Expenses 2024: $83,755Net Income 2024: -$9,0692024Revenue 2025: $90,571Expenses 2025: $93,069Net Income 2025: -$2,4982025

Highlighted filing

2025

Revenue$90,571
Expenses$93,069
Net Income-$2,498

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$103,177
Mission and Program Overview

Mission

Providing quality fine arts and related education programs for elementary school children.

See Schedule O

Program Services

DescriptionGrantsExpenses
STEAM Program-$43,447
Other program services-$22,101
Classroom Enrichment-$16,657
Visual and Performing Arts-$2,245
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dory KlinchuchPresidentPT$0--
Kelli GalfiVice PresidentPT$0--
Missy PanerFinancial Secretary-$0--
Christy MindellParliamentarian-$0--
Mindy MegaloHistorian-$0--
Kelly SustacekTreasurerPT$0--
Liz FlynnRecording Secretary-$0--
Marci BurnettVP Communications-$0--
Erin WeberVP Ways And Means-$0--
Jenny NguyenVP Membership-$0--
Dory KlinchuchAuditor-$0--
Punita ShahVolunteers-$0--
Heather DaviesSpecial Ed Liaison-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall&Spring$87,353$87,353$20,749$66,604
Community$3,108$3,108$4,632$-1,524
Total Events$90,461$90,461$25,381$65,080
Filing and Contact Details

Filer

Filer Name
PTA CA Portola Hills
EIN
33-0528152
In Care Of
% Melissa Shirah
Phone
9494599370
Address
19422 Saddleback Ranch Road, Trabuco Canyon, CA 92679

Signing Officer

Name
Melissa Shirah
Title
Treasurer
Phone
9494599370
Signed
2025-11-03
Discuss with paid preparer
No

Preparer

Firm
Brent D Barnes CPA
Address
22056 Broken Bow Dr, Lake Forest, CA 92630
Preparer
Brent D Barnes CPA
Phone
9494392891
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity STEAM Program Grantee Portola Hills Elementary School Street 19422 Saddleback Ranch Road City, State, Zip Trabuco Canyon, CA 92679Relationship School associated with PTA Amount 43,447Activity Educational Programs Grantee Portola Hills Elementary School Street 19422 Saddleback Ranch Road City, State, Zip Trabuco Canyon, CA 92679Relationship School associated with PTA Amount 41,003

Description of other expenses Part I line 16

Description AmountMembership 1,470PTA meetings and trainings 139Office expenses 604Insurance 738Presidents fund 190Printing 1,850PTA district expenses 3,628

Other program services Part III line 31

Other program expenses not included in STEAM program, classroom enrichment, or visual and performing arts. Student programming $4955 PBIS $4,744 PTA teacher rep $823 Staff appreciation $1,682 Science program $219 Promotion ceremonies $439 Reflections $283

General explanation attachment

Form 990-EZ, Part III - Organizations Primary Purpose Providing quality fine arts and related education programs for elementary school children.

Raw XML Appendix254 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity STEAM Program Grantee Portola Hills Elementary School Street 19422 Saddleback Ranch Road City, State, Zip Trabuco Canyon, CA 92679Relationship School associated with PTA Amount 43,447Activity Educational Programs Grantee Portola Hills Elementary School Street 19422 Saddleback Ranch Road City, State, Zip Trabuco Canyon, CA 92679Relationship School associated with PTA Amount 41,003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMembership 1,470PTA meetings and trainings 139Office expenses 604Insurance 738Presidents fund 190Printing 1,850PTA district expenses 3,628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other program expenses not included in STEAM program, classroom enrichment, or visual and performing arts. Student programming $4955 PBIS $4,744 PTA teacher rep $823 Staff appreciation $1,682 Science program $219 Promotion ceremonies $439 Reflections $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990-EZ, Part III - Organizations Primary Purpose Providing quality fine arts and related education programs for elementary school children.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3General explanation attachment
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
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ReturnHeader/Filer/EIN0330528152
ReturnHeader/Filer/InCareOfNm0% Melissa Shirah
ReturnHeader/Filer/PhoneNum09494599370
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ReturnHeader/Filer/USAddress/CityNm0Trabuco Canyon
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825048364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brent D Barnes CPA
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ReturnHeader/PreparerPersonGrp/PhoneNum09494392891
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT D BARNES CPA
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ReturnHeader/ReturnTs02025-11-03T13:22:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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